Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$90.7M
3
+$58M
4
MSFT icon
Microsoft
MSFT
+$56.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$51.4M

Top Sells

1
+$236M
2
+$109M
3
+$76.5M
4
DLR icon
Digital Realty Trust
DLR
+$59.1M
5
MBB icon
iShares MBS ETF
MBB
+$46.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$2.65M ﹤0.01%
+15,369
1427
$2.65M ﹤0.01%
167,839
+76,405
1428
$2.65M ﹤0.01%
34,428
-3,265
1429
$2.65M ﹤0.01%
21,629
-2,922
1430
$2.64M ﹤0.01%
339,396
+261,171
1431
$2.64M ﹤0.01%
94,698
-17,478
1432
$2.64M ﹤0.01%
10,249
+436
1433
$2.64M ﹤0.01%
79,723
-3,700
1434
$2.64M ﹤0.01%
80,226
+1,584
1435
$2.63M ﹤0.01%
144,024
+6,288
1436
$2.63M ﹤0.01%
+99,832
1437
$2.62M ﹤0.01%
16,563
+2,433
1438
$2.61M ﹤0.01%
11,924
+2,911
1439
$2.6M ﹤0.01%
66,000
+29,000
1440
$2.6M ﹤0.01%
50,616
-268
1441
$2.6M ﹤0.01%
69,754
+1,136
1442
$2.6M ﹤0.01%
36,260
+29,059
1443
$2.59M ﹤0.01%
28,188
+2,648
1444
$2.58M ﹤0.01%
48,219
+362
1445
$2.58M ﹤0.01%
54,573
-5,504
1446
$2.58M ﹤0.01%
179,869
-4,541
1447
$2.56M ﹤0.01%
30,046
+575
1448
$2.56M ﹤0.01%
43,019
+9,975
1449
$2.56M ﹤0.01%
33,209
-37,386
1450
$2.54M ﹤0.01%
75,454
+14,403
56 57
58
59 60